Blog - Simple List
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Establishing Critical Controls for Equity PlansNov 26, 2025
Don't let your internal controls fail you. Here are four areas in which it is critical to establish controls for your equity plan and 12 audit processes to implement. -
Australian ESS Tax Rules for Stock-Based CompensationNov 20, 2025
Understand Australia’s ESS tax rules, deferral options, and employer obligations to optimize equity compensation and ensure compliance. -
Mastering ESPP Refunds: Compliance, Communication, and ControlsNov 19, 2025
Learn how to manage ESPP refunds to improve compliance, reduce audit risk, and build employee confidence. -
Explaining Equity in Offer Letters ClearlyNov 13, 2025
Clear guidance for explaining equity in offer letters—balance transparency, compliance, and candidate understanding. -
IRS Modernizes 3921 and 3922 Filings with IRISNov 12, 2025
Learn how the IRS shift from FIRE to IRIS impacts Form 3921 and 3922 filings and what equity compensation teams must do before 2027. -
Six Knowledge Paths for Private Company SPAsNov 6, 2025
Explore six evolving knowledge paths for private company stock plan administrators, from cap table champion to equity oracle. -
Year-End Mobility Compliance Checklist for Equity AwardsNov 5, 2025
Year-end mobility compliance tips for equity. Learn how HR, payroll, and tax can align to minimize employee questions, W-2Cs and tax reporting risks. -
IPO Outlook: Fed Policy and Market ReadinessOct 30, 2025
Fed rate cuts may boost IPO activity. Explore IPO, DPO, and SPAC options and key equity plan steps for pre-IPO companies. -
Trends in Equity Plan Administration: 6 Key InsightsOct 29, 2025
Does stock plan admin have a home? Find out along with more new trends in plan management, from staffing and remote work to outsourcing and AI use. -
Year-End Tax UpdatesOct 24, 2025
Updates on the Social Security wage base and other tax changes, plus key resources for year-end tax reporting. -
A Private Company’s Guide to Equity Compensation Market DataOct 16, 2025
A guide to equity benchmarking tools, learn where private companies find reliable market data for compensation. -
Global Stock Compensation: Key Considerations and ResourcesOct 15, 2025
Key considerations for global equity programs and resources that can be used to research tax and legal compliance requirements. -
Accounting Complexities of Incentive Stock Options and the $100K LimitOct 9, 2025
Explore ISO accounting, tax, and disclosure challenges under the $100K limit and how to ensure accurate financial reporting -
How to Withhold and Deposit Taxes on Equity AwardsOct 8, 2025
Answers to common questions on withholding for US federal tax purposes, such as what rate to use and when taxes need to be deposited with the IRS. -
What Do Investors Look for on Your Cap Table?Oct 2, 2025
Investors scrutinize cap tables for equity balance, dilution risks, governance, and transparency. Learn what they seek to build trust and invest. -
How a Government Shutdown Affects Your Equity PlanOct 1, 2025
Find out how SEC and IRS operations during a shutdown affect your company’s equity plans. -
4 Strategies for RSUs Vesting During Blackout PeriodsSep 24, 2025
How to cover RSU taxes when vesting falls in a trading blackout—using share withholding, 10b5-1 plans, and other strategies. -
Vested Equity and Employee Exits at Private CompaniesSep 18, 2025
Learn how private firms handle vested equity at employee exits, with insights on repurchase policies, retention, and shareholder alignment. -
Expiring Options? The Case for Automatic ExerciseSep 17, 2025
Preventing in-the-money options from expiring unexercised can benefit employees and reduce plan costs for the company. -
Is a Secondary Sales Program Right for Your Private Company?Sep 11, 2025
Explore how private companies can use secondary sales to provide employee liquidity, manage 409A valuation risks, and improve employee retention.